InterOcean Capital’s iShares US Medical Devices ETF IHI Stock Holding History

InterOcean Capital’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$201K	Buy	+4,560	New	+$195K	0.02%	181
2020 Q1	–	Sell	-4,560	Closed	-$201K	–	192
2019 Q4	$201K	Buy	+4,560	New	+$192K	0.02%	195

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

InterOcean Capital's IHI Position: Q2 2020 in Review

InterOcean Capital opened a new position in iShares US Medical Devices ETF (IHI) in Q2 2020: 4,560 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: InterOcean Capital previously reported a position in IHI as recently as Q4 2019.

InterOcean Capital first reported a position in IHI in Q4 2019 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold IHI as of Q2 2020.

InterOcean Capital held 4,560 shares of iShares US Medical Devices ETF worth $201K as of Q2 2020.
iShares US Medical Devices ETF was a new InterOcean Capital position in Q2 2020.
iShares US Medical Devices ETF made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #181 holding.
InterOcean Capital first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 2 quarters since.
468 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.